Senior Financial Analyst

Precisely US Jobs · United States · Data

Posted 2026-08-24

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This position is 100% remote anywhere in the US

Overview:

As a Senior Financial Analyst, your focus will be on taking ownership of a number of key FP&A processes. As part of the FP&A team, you will ensure operational plans are aligned with financial goals and create transparency that allows us to make the right decisions. The Senior Financial Analyst will play a key role in developing and maintaining reporting, analytics, and modeling that provides valuable insight into the company. In this role, the Senior Financial Analyst will gain deep, hands-on operating experience at a venture-backed software firm. They will also have unique exposure to the CFO and senior executives across functional groups.

What you will do:

Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis

Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups

Participate in long-range planning process, including the creation and/or maintenance of Precisely's long-range model and supporting ad-hoc analyses to inform the model

Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely's financial and strategic goals

Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions

Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines

Support ad hoc projects and strategic initiatives

What we are looking for:

Required:

Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).

Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting is required.

Specific technical or software skills required Advanced Microsoft Excel (complex formulas and modeling techniques); experience with AI productivity tools (Claude, Microsoft Copilot).

AI Skills/Knowledge:

Experience with AI productivity tools such as Claude and Microsoft Copilot required.

Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.

Preferred Skills (a plus but not required):

Demonstrated ability to develop long-range financial models or three-statement financial models.

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